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Warehousing, port logistics and real estate company within the Mitsubishi group, operating bonded warehouses and terminals.
Warehousing, port logistics and real estate company within the Mitsubishi group, operating bonded warehouses and terminals.
Charges storage fees by volume and period, plus handling and transport, from warehouses and port facilities at Japanese ports; the real-estate side leases buildings, which adds steadier income alongside the cargo-dependent warehousing. It is a member of the Mitsubishi group.
In one line: A Japanese Prologis-meets-freight-forwarder.
Moat: narrow (scale, installed base, distribution). Long-held port-adjacent warehouse real estate and Mitsubishi group logistics relationships.
Headquarters: Tokyo, Japan · Founded: 1887 · Employees: 4,991
Size Mitsubishi Logistics (9301.T) is a Japan Industrials company (Air Freight/Couriers) with a market value of $2.67B, the 398th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥1,186 on 6 Nov 2026.
Performance Over six months the shares fell 15.1%, against -9.2% for the median peer and +1.8% for the Japan market (cap-weighted) — 6th lowest of 21 in its peer set.
Growth Revenue fell 1.1% over the last twelve months (peer median +6.9%); the operating margin is 5.9% (peer median 3.4%).
Valuation It trades at 16.0× forward earnings against a peer median of 12.4× (7th most expensive of 16).
Capital Return on invested capital runs 3.8 points below its cost of capital (6.3% WACC).
Next results Next results expected around 29 Jan 2027 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥282B | ¥273B | ¥284B | ¥255B | ¥301B |
| Revenue growth | — | -4% | +12% | -15% | — |
| Gross profit | ¥32.9B | ¥31.3B | ¥34.2B | ¥31.4B | ¥34.2B |
| EBITDA | ¥34.4B | ¥34.3B | ¥38.6B | ¥35.1B | ¥38.8B |
| Net income | ¥31.5B | ¥54.8B | ¥31.9B | ¥27.8B | ¥27.2B |
| Free cash flow | -¥9.12B | -¥12.6B | ¥16.5B | ¥23.5B | ¥20.1B |
| Capital expenditure | ¥15.2B | ¥19.1B | ¥13.2B | ¥18.3B | ¥20.4B |
| Total debt | ¥159B | ¥117B | ¥118B | ¥119B | ¥108B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Mitsubishi Logistics 9301.T | $2.67B | -15% | -1% | 6% | 16.0× | n/a |
| Kamigumi 9364.T | $2.71B | -12% | +5% | 12% | 15.5× | -3.2% |
| Nippon Express Hldgs 9147.T | $8.22B | +35% | +2% | 3% | 17.6× | 7.9% |
| Nippon Yusen Kabushiki Kaisha 9101.T | $16.8B | +17% | 0% | 6% | 9.0× | 7.8% |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 9301.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -19.0% | -1.4% | lowest of 21 |
| 6-month return | -15.1% | -9.2% | 6th lowest of 21 |
| Distance from 52-week high | -28.2% | -23.3% | 8th lowest of 21 |
| Revenue growth (TTM) | -1.1% | +6.9% | 7th lowest of 20 |
| Operating margin | 5.9% | 3.4% | 6th highest of 19 |
| Forward P/E | 16.0× | 12.4× | 7th most expensive of 16 |
| ROIC minus cost of capital | -3.8 pp | -2.5 pp | 7th lowest of 19 |
| EV / EBITDA | 14.7× | 9.4× | 3rd most expensive of 7 |
| Net debt / EBITDA | 2.2× | 2.3× | 3rd least indebted of 7 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Mitsubishi Logistics 9301.T | Japan | $2.67B | -15% | -1% | 6% | 16.0× | n/a | n/a |
| Yunda 002120.SZ | China | $2.74B | -20% | +7% | 4% | 9.7× | -13.2% | +9.0% |
| ID Logistics IDL.PA | France | $2.80B | +7% | +16% | 4% | 30.3× | 10.4% | +17.9% |
| Aegis Vopak Terminals AEGISVOPAK.NS | India | $2.89B | +14% | +17% | 53% | 61.3× | n/a | n/a |
| SENKO 9069.T | Japan | $2.45B | +23% | +7% | 4% | 15.2× | 4.4% | +9.5% |
| Jiayou International Logistics 603871.SS | China | $2.41B | -8% | -10% | 19% | 11.3× | -7.9% | +20.7% |
| China Railway Special Cargo Logistics 001213.SZ | China | $2.35B | -11% | -3% | 3% | n/a | 2.1% | +7.2% |
| Liaoning Cheng Da 600739.SS | China | $2.29B | -16% | -27% | -17% | n/a | 4.4% | -10.1% |
| Huaihe Energy 600575.SS | China | $3.38B | -12% | +38% | n/a | 12.2× | n/a | n/a |
| Delhivery DELHIVERY.NS | India | $3.40B | -11% | +24% | 0% | 81.8× | n/a | n/a |
| Xiamen C&D 600153.SS | China | $3.77B | -8% | -6% | 1% | 12.4× | 21.2% | +9.3% |
| Antong 600179.SS | China | $3.81B | -7% | +9% | 16% | n/a | -4.0% | +13.5% |
| Shanghai Zhonggu Logistics 603565.SS | China | $3.97B | +16% | +4% | 27% | 10.4× | -14.4% | +0.4% |
| Xiamen International Trade 600755.SS | China | $1.77B | -10% | +28% | 0% | 11.5× | n/a | n/a |
| Eastern Air Logistics 601156.SS | China | $4.70B | +23% | +20% | 14% | 10.9× | -16.0% | +9.9% |
| Fukuyama Transporting 9075.T | Japan | $1.51B | +18% | +6% | 4% | 11.6× | 12.0% | +2.2% |
| Compagnie de l'Odet ODET.PA | France | $4.74B | -30% | -83% | -8% | n/a | 24.3% | -29.4% |
| CMST Development 600787.SS | China | $1.49B | -12% | +23% | 0% | n/a | n/a | n/a |
| Hub HUBG | United States | $1.48B | -44% | n/a | n/a | 51.6× | n/a | n/a |
| Yamato 9064.T | Japan | $4.83B | +26% | +2% | 2% | 34.5× | 8.9% | +1.9% |
| Eternal Asia Supply Chain Management 002183.SZ | China | $1.48B | -32% | -25% | 0% | 54.3× | 29.9% | 0.0% |